Today on the Beyond Fulfillment Podcast, we're excited to host Adam Koos, the president and senior financial advisor at Libertas Wealth Management and the founder of Elevate Your Business. Adam brings a wealth of experience and insights, having transitioned from aspiring trauma surgeon to a successful financial advisor with over two decades in the industry. In this episode, Adam shares his compelling journey, starting from his early days at Ohio State University, his rapid rise in a national brokerage firm, and eventually founding his own companies.Listen in as Adam delves into the critical aspects of financial advisory, the importance of having ethical business practices, and the staggering statistics around business ownership and transitions. He also discusses the inspiration behind his latest venture, Elevate Your Business, and how it aims to help entrepreneurs optimize their businesses for future success and potential sale. This episode is packed with valuable wisdom for anyone interested in financial planning or entrepreneurship, so don't miss it!Connect with Adam on LinkedIn: https://www.linkedin.com/in/adamkoos/Learn more about our sponsor EZDC 3PL: www.ezdc3pl.com#financialadvisor #LibertasWealthManagement #ElevateyourBusiness #AdamKoch #DaveGoulis #OhioStateUniversity #traumasurgery #financialsurgery #nationalbrokeragefirm #stockexchange #financialplanning #retirementplanning #Covid19impact #WalkingtoDestinybook #businessstatistics #businessownerregret #businessdissolution #businessvaluation #businesssale #marketvalue #businesstransitionplanning #entrepreneurialresilience #financialindustry #commissionconflicts #badhires #fractionalCFO #customerconcentration #continuityplanning #exitplanning #businesscontinuity #entrepreneur
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